Nauset Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nauset Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$557K	Buy	4,347 +9	+0.2%	+$1.14K	0.44%	38
2021 Q4	$560K	Buy	+4,338	New	+$540K	0.53%	31

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nauset Wealth Management's SDY Position: Q1 2022 in Review

Nauset Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.21% in Q1 2022, buying an estimated $1.14K and bringing the position to 4,347 shares worth $557K. The position accounts for 0.44% of the portfolio, ranked #38.

Nauset Wealth Management first reported a position in SDY in Q4 2021 and has held it in 2 quarters since. The position peaked at $560K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Nauset Wealth Management held 4,347 shares of State Street SPDR S&P Dividend ETF worth $557K as of Q1 2022.
Nauset Wealth Management bought 9 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $1.14K.
State Street SPDR S&P Dividend ETF made up 0.44% of Nauset Wealth Management's portfolio in Q1 2022, its #38 holding.
Nauset Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 2 quarters since.
Nauset Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $560K in Q4 2021.
1,028 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.